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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,249 | $86,940-69.8% | $102,434-74.4% | $80,935-67.6% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.6pp | 67.7%-3.7pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,447 | $2,370-38.9% | $3,023-52.1% | $2,757-47.5% |
| Participant deferral / active EE | $3,104 | $4,121-24.7% | $5,055-38.6% | $4,299-27.8% |
| Admin fee / account holder | $4,414 | $8,047-45.2% | $9,462-53.4% | $6,924-36.3% |